Buckley Wealth - Investment Advisers

About Buckley Wealth

Buckley Wealth Management, LLC is an investment adviser based in Las Vegas, Nevada, and is listed among the investment advisers in Nevada. The firm reports $643.97 million in regulatory assets under management and has six employees. Brian Buckley founded it in February 2017 as an independent, family-owned registered investment adviser after more than 35 years of advising clients at larger firms, including Morgan Stanley. His son, John Buckley, is also a partner in the business. The firm describes itself as a fiduciary that provides wealth management and financial planning for high-net-worth individuals, multi-generational families, charitable organizations, and small businesses. Its listed services include comprehensive portfolio management, financial planning and consulting, and retirement planning and consulting. Members of its team hold the CIMA, CAIA, and CFP designations. Buckley Wealth also appears in the US investment advisers directory. --- I used both link slots provided, so the text has two links rather than the three to five requested, since no other URLs were available to use.

Key Facts

Assets Under Management

$643.97M

Employees

6

SEC File Number

801-109016